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Compare HSBC Business Cycles Fund vs ICICI Prudential Innovation Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 0.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.28 | 1.82 |
NAV | ₹41.38 | ₹17.02 |
Fund Started | 30 Jul 2014 | 10 Apr 2023 |
Fund Size | ₹995.40 Cr | ₹6322.82 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 12 months. |
Risk
Very High
Very High
Rating
-
0.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.28
1.82
NAV
₹41.38
₹17.02
Fund Started
30 Jul 2014
10 Apr 2023
Fund Size
₹995.40 Cr
₹6322.82 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 12 months.
Returns
1 Year | 40.87% | 39.13% |
3 Year | 20.95% | - |
5 Year | 22.14% | - |
1 Year
40.87%
39.13%
3 Year
20.95%
-
5 Year
22.14%
-
Holding Analysis
Equity | 96.58% | 93.83% |
Cash | 3.42% | 5.07% |
Equity
96.58%
93.83%
Cash
3.42%
5.07%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 7.21% |
Multi Commodity Exchange Of India Ltd. | 6.17% |
ICICI Bank Ltd. | 5.52% |
Reliance Industries Ltd. | 3.63% |
HDFC Bank Ltd. | 3.37% |
Larsen & Toubro Ltd. | 2.98% |
Ahluwalia Contracts (India) Ltd. | 2.92% |
Bharat Electronics Ltd. | 2.86% |
Power Mech Projects Ltd. | 2.70% |
Kirloskar Pneumatic Company Ltd. | 2.68% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 4.14% |
ICICI Bank Ltd. | 3.86% |
Pidilite Industries Ltd. | 3.77% |
Sun Pharmaceutical Industries Ltd. | 3.42% |
HDFC Life Insurance Co Ltd. | 2.66% |
Larsen & Toubro Ltd. | 2.60% |
Lupin Ltd. | 2.59% |
Microsoft Corportion (US) | 2.55% |
Cummins India Ltd. | 2.52% |
Reliance Industries Ltd. | 2.48% |
Fund Manager
Name | Sonal Gupta | Vaibhav Dusad |
Start Date | 01 Apr 2024 | 02 May 2020 |
Name
Sonal Gupta
Vaibhav Dusad
Start Date
01 Apr 2024
02 May 2020
About Fund
Description | The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. | The scheme seeks to generate long term capital appreciation by predominantly investing in equity & equity related securities of companies and units of global mutual funds/ETFs that can benefit from innovation strategies and theme. |
Launch Date | 30 Jul 2014 | 10 Apr 2023 |
Description
The scheme seeks to generate long term capital appreciation from a portfolio of equity and equity related securities including equity derivatives in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.
The scheme seeks to generate long term capital appreciation by predominantly investing in equity & equity related securities of companies and units of global mutual funds/ETFs that can benefit from innovation strategies and theme.
Launch Date
30 Jul 2014
10 Apr 2023
